Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$546K Buy
2025
Q2
$494K Buy
2025
Q1
$452K Sell
2024
Q4
$454K Sell
2024
Q3
$506K Sell
2024
Q2
$616K Buy
2024
Q1
$646K Buy
2023
Q4
$578K Sell
2023
Q3
$595K Buy
2023
Q2
$723K Buy
2023
Q1
$601K Sell
2022
Q4
$555K Buy